HoldingsChannel.com
Wedge Capital Management L L P NC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
Universal Health Services Inc. Class B 1,442,569 -32,827 $192,972
     UHS1,442,569-32,827$192,972
Ally Financial Inc 6,892,973 -278,954 $189,488
     ALLY6,892,973-278,954$189,488
TransDigm Group Incorporated 345,183 -59,999 $156,710
     TDG345,183-59,999$156,710
Zimmer Biomet Holdings Inc. 1,183,358 -14,547 $151,115
     ZBH1,183,358-14,547$151,115
FirstEnergy Corp. 3,314,848 +793,249 $137,931
     FE3,314,848+793,249$137,931
Republic Services Inc. 1,638,848 -47,166 $131,731
     RSG1,638,848-47,166$131,731
Murphy Oil Corporation 4,301,245 +7,729 $126,026
     MUR4,301,245+7,729$126,026
Adtalem Global Education Inc. 2,677,303 +278,637 $124,013
     ATGE2,677,303+278,637$124,013
Dover Corporation 1,319,403 -165,447 $123,760
     DOV1,319,403-165,447$123,760
EPR Properties 1,600,487 -85,803 $123,077
     EPR1,600,487-85,803$123,077
Ashland Global Holdings Inc. 1,508,861 +177,909 $117,887
     ASH1,508,861+177,909$117,887
Aaron s Inc. 2,115,364 +21,178 $111,268
     AAN2,115,364+21,178$111,268
Lamar Advertising Company Class A 1,354,535 -49,601 $107,360
     LAMR1,354,535-49,601$107,360
Dana Incorporated 5,849,457 -618,201 $103,769
     DAN5,849,457-618,201$103,769
Fidelity National Financial Inc. FNF Group 2,829,655 -95,290 $103,424
     FNF2,829,655-95,290$103,424
EQT Corporation 4,739,954 +558,290 $98,307
     EQT4,739,954+558,290$98,307
Equitrans Midstream Corp. 4,416,560 +1,086,489 $96,193
     ETRN4,416,560+1,086,489$96,193
Signature Bank 746,402 -22,477 $95,592
     SBNY746,402-22,477$95,592
AvalonBay Communities Inc. 472,813 +12,221 $94,908
     AVB472,813+12,221$94,908
AerCap Holdings NV 2,019,635 +42,401 $93,994
     AER2,019,635+42,401$93,994
Owens Illinois Inc. 4,770,864 -152,141 $90,551
     OI4,770,864-152,141$90,551
Marvell Technology Group Ltd. 4,546,541 -712,542 $90,431
     MRVL4,546,541-712,542$90,431
Packaging Corporation of America 907,357 +3,035 $90,173
     PKG907,357+3,035$90,173
Assurant Inc. 874,116 -54,701 $82,962
     AIZ874,116-54,701$82,962
UGI Corporation 1,463,603 +42,013 $81,113
     UGI1,463,603+42,013$81,113
Wyndham Destinations Inc. 1,766,970 -260,266 $71,545
     WYN1,766,970-260,266$71,545
Alliance Data Systems Corporation 402,529 +47,279 $70,435
     ADS402,529+47,279$70,435
Altice USA Inc. Class A 3,174,988 -181,434 $68,199
     ATUS3,174,988-181,434$68,199
Evergy Inc. 1,116,477 +192,462 $64,811
     EVRG1,116,477+192,462$64,811
MGM Growth Properties LLC Class A 2,003,207 -59,560 $64,603
     MGP2,003,207-59,560$64,603
Pinnacle Financial Partners Inc. 1,138,828 -91,296 $62,294
     PNFP1,138,828-91,296$62,294
Eastman Chemical Company 790,400 -29,409 $59,976
     EMN790,400-29,409$59,976
MFA Financial Inc. 7,720,056 +603,387 $56,125
     MFA7,720,056+603,387$56,125
Cigna Corporation 315,846 +79,392 $50,794
     CI315,846+79,392$50,794
Alaska Air Group Inc. 887,062 -212,850 $49,782
     ALK887,062-212,850$49,782
Fifth Third Bancorp 1,947,258 -55,388 $49,110
     FITB1,947,258-55,388$49,110
Qurate Retail Inc. Class A 3,072,530 +1,306,300 $49,099
     QRTEA3,072,530+1,306,300$49,099
Cadence Design Systems Inc. 710,583 -236,190 $45,129
     CDNS710,583-236,190$45,129
Microsoft Corporation 381,704 -2,246 $45,018
     MSFT381,704-2,246$45,018
Aspen Technology Inc. 430,480 +430,480 $44,882
     AZPN430,480+430,480$44,882
Paycom Software Inc. 234,778 -73,767 $44,404
     PAYC234,778-73,767$44,404
Portland General Electric Company 856,101 -94,187 $44,380
     POR856,101-94,187$44,380
Oracle Corporation 825,514 +825,514 $44,338
     ORCL825,514+825,514$44,338
Cisco Systems Inc. 820,977 -28,358 $44,325
     CSCO820,977-28,358$44,325
J.M. Smucker Company 378,352 +378,352 $44,078
     SJM378,352+378,352$44,078
Global Payments Inc. 322,062 -67,044 $43,968
     GPN322,062-67,044$43,968
Total System Services Inc. 462,214 -30,288 $43,915
     TSS462,214-30,288$43,915
Paychex Inc. 544,952 -46,312 $43,705
     PAYX544,952-46,312$43,705
CDW Corp. 453,320 +453,320 $43,686
     CDW453,320+453,320$43,686
Fiserv Inc. 492,729 -41,082 $43,498
     FISV492,729-41,082$43,498

See Full List: All Stocks Held By Wedge Capital Management L L P NC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wedge Capital Management L L P NC

Size ($ in 1000's)
At 03/31/2019: $8,773,949
At 12/31/2018: $8,104,597

Wedge Capital Management L L P NC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wedge Capital Management L L P NC 13F filings. Link to 13F filings: SEC filings

Wedge Capital Management L L P NC Top Holdings 13F Filings | www.HoldingsChannel.com

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